Kohmann Bosshard Financial Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,347	Closed	-$134K	–	119
2019 Q4	$134K	Hold	2,347	–	–	0.05%	97
2019 Q3	$125K	Hold	2,347	–	–	0.05%	100
2019 Q2	$128K	Hold	2,347	–	–	0.05%	99
2019 Q1	$130K	Hold	2,347	–	–	0.06%	90
2018 Q4	$119K	Hold	2,347	–	–	0.06%	90
2018 Q3	$137K	Hold	2,347	–	–	0.07%	80
2018 Q2	$135K	Hold	2,347	–	–	0.08%	79
2018 Q1	$139K	Buy	2,347 +4	+0.2%	+$241	0.08%	77
2017 Q4	$141K	Sell	2,343 -737	-24%	-$43.8K	0.09%	74
2017 Q3	$178K	Buy	+3,080	New	+$176K	0.13%	64
2017 Q1	$153K	Buy	+2,880	New	+$148K	0.13%	67

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Kohmann Bosshard Financial Services's JPIN Position: Q1 2020 in Review

Kohmann Bosshard Financial Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 2,347 shares — an estimated $134K sold.

Kohmann Bosshard Financial Services first reported a position in JPIN in Q1 2017 and held it in 11 quarters. The position peaked at $178K in Q3 2017. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Kohmann Bosshard Financial Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 2,347 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $134K.
Kohmann Bosshard Financial Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 11 quarters.
Kohmann Bosshard Financial Services's JPMorgan Diversified Return International Equity ETF position peaked at $178K in Q3 2017.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2020, filed 7 Apr 2020.